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Shine Investment Advisory Services’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Shine Investment Advisory Services’s Portfolio MDYG Stock Details MDYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-75
Closed -$4K – 662
2018
Q1 		$4K Hold
75
– – ﹤0.01% 612
2017
Q4 		$4K Hold
75
– – ﹤0.01% 616
2017
Q3 		$4K Hold
75
– – ﹤0.01% 620
2017
Q2 		$4K Buy
+75
New +$3.54K ﹤0.01% 616

Other funds holding MDYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Shine Investment Advisory Services's MDYG Position: Q2 2018 in Review

Shine Investment Advisory Services sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2018, closing a stake of 75 shares — an estimated $4K sold.

Shine Investment Advisory Services first reported a position in MDYG in Q2 2017 and held it in 4 quarters. The position peaked at $4K in Q1 2018. 161 funds tracked by Wall St. Rank hold MDYG as of Q2 2018.

  • Shine Investment Advisory Services reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Shine Investment Advisory Services sold 75 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2018, an estimated $4K.
  • Shine Investment Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q2 2017 and held it in 4 quarters.
  • Shine Investment Advisory Services's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $4K in Q1 2018.
  • 161 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2018.

Based on Shine Investment Advisory Services's 13F filing for Q2 2018, filed 2 Aug 2018.